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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,071 | $52,353-55.9% | $120,225-80.8% | $82,448-72.0% |
| Participation rate | 15.9% | 58.3%-42.4pp | 69.6%-53.7pp | 68.1%-52.2pp |
| Annual return | 16.72% | 61.85%-45.1pp | 439.23%-422.5pp | 41.64%-24.9pp |
| Employer contribution / active EE | $369 | $1,510-75.5% | $3,475-89.4% | $2,551-85.5% |
| Participant deferral / active EE | $340 | $2,627-87.0% | $3,999-91.5% | $4,139-91.8% |
| Admin fee / account holder | $143 | $4,363-96.7% | $5,696-97.5% | $7,234-98.0% |